Ken MastrocolaKen MastrocolaExecutive DirectorWealth Partner
"I manage our team’s fixed income and opportunistic investing, drawing from extensive experience I've honed throughout my career."
About Ken
Ken Mastrocola has more than 25 years of experience in the financial services industry as a trusted partner helping clients manage their wealth.
Ken manages our team's fixed income and opportunistic investing, drawing from extensive experience he's honed throughout his career. He started at Bay Bank Capital Markets (1988–1991), where he traded bonds for institutional clients. He then joined Morgan Stanley Smith Barney (1991–2011) as a Senior Vice President of Wealth Management, helping high-net-worth clients and endowments with complex financial strategies.
Throughout his career, Ken has immersed himself in research and has access to professional strategists, analysts, and economists that help him lead our team's qualitative research process.
Ken graduated from Bentley University with a B.A. in Economics and Finance, in addition to a minor in Business Administration. In his spare time, he enjoys road biking and skiing, as he is also a member of the Mad River Glen Ski Area in Vermont. Ken and his wife, Tina, live with their five children in Hamilton, Massachusetts.
Insights
Family Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Retirement
How to manage financial goals during retirement
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Wealth Planning
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Data returns with November 2025 CPI report: Inflation lower than expected
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Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Family Legacy
6 practices to help you navigate family dynamics during the holidays
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Markets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowFamily Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
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